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Redwood Investment Management’s Axos Financial AX Stock Holding History

Redwood Investment Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,843
Closed -$209K – 207
2022
Q2 		$209K Sell
5,843
-496
-8% -$19.1K 0.04% 226
2022
Q1 		$294K Buy
+6,339
New +$335K 0.04% 218

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Redwood Investment Management's AX Position: Q3 2022 in Review

Redwood Investment Management sold out of Axos Financial (AX) in Q3 2022, closing a stake of 5,843 shares — an estimated $209K sold.

Redwood Investment Management first reported a position in AX in Q1 2022 and held it in 2 quarters. The position peaked at $294K in Q1 2022. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Redwood Investment Management reported no remaining Axos Financial position as of Q3 2022 after selling out during the quarter.
  • Redwood Investment Management sold 5,843 Axos Financial shares in Q3 2022, an estimated $209K.
  • Redwood Investment Management first reported a position in Axos Financial in Q1 2022 and held it in 2 quarters.
  • Redwood Investment Management's Axos Financial position peaked at $294K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Redwood Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.